Portfolio Manager

Portfolio Manager Job Description

For this role, banks and financial services firms look for candidates with at least four years of experience managing investment portfolios. Strong communication skills and knowledge of financial modeling are strongly desired. A bachelor’s degree in business or finance is required, but banks and firms prefer candidates with a master’s degree and a CFA.

Typical portfolio manager duties:

Conducting market research on private equity and capital marketsIdentifying and researching potential investment opportunitiesMonitoring existing portfolio investmentsReviewing, assessing and performing financial analysis and due diligence for investmentsLeading negotiation of terms for investments

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Salary for Portfolio Manager
104750 - 155000
25th percentile
104750
New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties
50th percentile
127250
Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role
75th percentile
155000
Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Managing Director/Partner – Banking and Financial Markets 175500 211000 251500 Vice President – Banking and Financial Markets 133750 164750 191750 Banking and Financial Markets Associate 86500 112000 123500 Banking and Financial Markets Analyst 59250 75750 86250 Business Development Officer 96500 122000 145750 Private Banker, 5+ Years' Experience 88500 107500 127250 Private Banker, 3-5 Years' Experience 65500 80000 95250 Private Banker, 1-3 Years' Experience 52750 63000 74500 Credit Analyst, 5+ Years' Experience 75000 91250 108500 Credit Analyst, 3-5 Years' Experience 58250 70500 81750 Credit Analyst, 1-3 Years' Experience 49750 60750 78000

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